Global Retirement Partners’s Middleby MIDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02K Buy
+14
New +$2.02K ﹤0.01% 3233
2024
Q4
$1.9K Hold
14
﹤0.01% 3088
2024
Q3
$1.95K Hold
14
﹤0.01% 2941
2024
Q2
$1.72K Sell
14
-178
-93% -$21.8K ﹤0.01% 3022
2024
Q1
$30.9K Sell
192
-8
-4% -$1.29K ﹤0.01% 1623
2023
Q4
$27.8K Buy
200
+10
+5% +$1.39K ﹤0.01% 1600
2023
Q3
$23.8K Sell
190
-58
-23% -$7.26K ﹤0.01% 1578
2023
Q2
$36.7K Buy
248
+76
+44% +$11.2K ﹤0.01% 1420
2023
Q1
$25K Buy
172
+168
+4,200% +$24.4K ﹤0.01% 1540
2022
Q4
$536 Hold
4
﹤0.01% 2743
2022
Q3
$1K Sell
4
-74
-95% -$18.5K ﹤0.01% 2509
2022
Q2
$10K Sell
78
-1
-1% -$128 ﹤0.01% 1633
2022
Q1
$11K Buy
+79
New +$11K ﹤0.01% 1587
2021
Q4
Sell
-10
Closed -$2K 1186
2021
Q3
$2K Buy
+10
New +$2K ﹤0.01% 1837
2020
Q1
Sell
-80
Closed -$9K 1644
2019
Q4
$9K Sell
80
-25
-24% -$2.81K ﹤0.01% 1175
2019
Q3
$12K Hold
105
﹤0.01% 1077
2019
Q2
$14K Hold
105
﹤0.01% 1026
2019
Q1
$14K Hold
105
﹤0.01% 952
2018
Q4
$11K Sell
105
-20
-16% -$2.1K ﹤0.01% 944
2018
Q3
$16K Hold
125
﹤0.01% 899
2018
Q2
$13K Hold
125
﹤0.01% 933
2018
Q1
$15K Hold
125
﹤0.01% 847
2017
Q4
$17K Hold
125
﹤0.01% 764
2017
Q3
$16K Hold
125
0.01% 706
2017
Q2
$15K Hold
125
0.01% 676
2017
Q1
$17K Hold
125
0.01% 598
2016
Q4
$16K Buy
+125
New +$16K 0.01% 568